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Create group appointment types

Set up appointment types for classes—or anything that would involve more than one patient!

Emily avatar
Written by Emily
Updated over 4 months ago

If you're going to be seeing multiple patients at once, the best way to set this up is by using group appointment types. The main difference between a "regular" appointment and a "group" appointment is that a group appointment allows for multiple patients to be booked into the same time slot (an example might be a pilates or yoga class).

The first thing you'll need to do for this is create group appointment types. We'll walk you through the steps!


Creating a group appointment type

Creating a group appointment type is going to be pretty much exactly the same as creating a regular appointment type, with one exception—the number of patients who can attend it. 

Head to Settings, and then Appointment types:

Click the Add appointment type button:

Fill in the details, paying close attention to the Maximum number of patients field. It has to be more than 1 in order to count as a group appointment:

You aren't required to include a description or a category, but if you're offering this group appointment online, those details can be helpful for patients who would like more information before they book.

On this page, you'll find many things that you can do to help make your life more efficient. You may not have come across some of what these settings are referring to just yet, but don't worry! You can also come back and edit an appointment type at a later time!

Here's a quick run down of some of the settings on this page:

Don't forget to click the Create appointment type button, and you'll be all set! 🤗 


Now that you've created your group appointment types, the next steps will be:

Check out those guides 👆 for details!

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